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alphasmo-tools

alphasmo-tools

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github.com/alphasmoFinance2Updated 11w ago
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About alphasmo-tools

alphasmo-tools is a CLI and MCP server for querying SEC 13F holdings, Form 4 insider activity, and signals where institutions and insiders are buying the same stocks. It serves investors and AI agents that need access to these financial filings and flows.

Key features

  1. 01Query institutional 13F holdings
  2. 02Review Form 4 insider trades
  3. 03Find institutional buy and sell flows
  4. 04Identify institutional and insider convergence
  5. 05CLI output in table, JSON, or CSV

Use cases

  1. 01Check an institution’s latest reported holdings
  2. 02Review insider activity for a stock ticker
  3. 03Screen stocks by institutional buying or selling
  4. 04Find tickers with institutional and insider buying

MCP support

Runs as an MCP server over stdio and exposes tools for institution search and profiles, holdings, stock overviews and flows, insider activity, and smart money convergence.

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
  "mcpServers": {
    "alphasmo-alphasmo-tools": {
      "command": "npx",
      "args": [
        "-y",
        "alphasmo"
      ],
      "env": {
        "ALPHASMO_API_KEY": "<ALPHASMO_API_KEY>"
      }
    }
  }
}
Run commandnpx -y alphasmo
Environment variables to set
ALPHASMO_API_KEYSecretOptional API key to raise the rate limit above the free anonymous tier

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
npmalphasmo0.2.1

Tools

7

Saved tool list · updated 2w ago

ParameterTypeRequiredDescription
limitintegerNo
querystringYes

Details

From the project README

AlphaSMO — The Ultimate Smart Money API for AI

npm version License: MIT

CLI + MCP server for AlphaSMO — SEC EDGAR 13F institutional holdings, Form 4 insider trading, and "smart money convergence" signals (tickers where hedge funds and company insiders are buying at the same time), queryable from your terminal, your scripts, or any MCP-compatible AI agent (Claude, ChatGPT, Cursor, etc.).

No signup, no API key, no setup — try it right now:

npx alphasmo stocks flows --limit 10

Example output:

┌────────┬──────────────────────────────┬────────────────────┬──────────────┬──────────────┐
│ ticker │ issuer                       │ net flow (USD)     │ avg weight % │ institutions │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ BRK-A  │ BERKSHIRE HATHAWAY INC-CL A  │ 247,455,256,379    │ 1.42         │ 1418         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ AZN    │ AstraZeneca PLC              │ 148,465,847,587.12 │ 0.47         │ 1309         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ XOM    │ EXXON MOBIL CORP             │ 138,784,059,363.77 │ 0.78         │ 4716         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ CVX    │ CHEVRON CORP                 │ 77,783,933,645.44  │ 0.6          │ 4261         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ JNJ    │ JOHNSON & JOHNSON            │ 64,498,075,844.9   │ 0.76         │ 4603         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ SNDK   │ SANDISK CORP                 │ 58,662,972,096.01  │ 0.65         │ 1172         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ MU     │ MICRON TECHNOLOGY INC        │ 55,374,569,969.23  │ 0.7          │ 2993         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ AMAT   │ APPLIED MATERIALS INC        │ 48,790,109,328.41  │ 0.52         │ 2931         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ EEM    │ ISHARES MSCI EMERGING MARKET │ 48,211,222,155.7   │ 0.59         │ 1637         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ CAT    │ CATERPILLAR INC              │ 46,035,710,179.58  │ 0.5          │ 3724         │
└────────┴──────────────────────────────┴────────────────────┴──────────────┴──────────────┘

Why AlphaSMO

  • 📊 13F institutional holdings — every hedge fund and asset manager's quarterly SEC filings: AUM, positions, and behavioral "personality scores" (concentration, turnover, sector conviction). Read our guide on What Is a 13F Filing? and How to Read Institutional Holdings Changes.
  • 🕵️ Insider trading (Form 4 & 144) — officer/director/10%-owner buys and sells, with a confidence score per ticker. Learn more in What Is a Form 4 Filing? and What Is a Form 144 Filing?.
  • 🚀 Smart money convergence — the flagship signal: tickers where 13F institutions and company insiders are both buying right now.
  • 🤖 Built for AI agents — an MCP server out of the box, so Claude, ChatGPT, Cursor, or any MCP client can pull real financial data mid-conversation.
  • 🆓 Free anonymous tier — no signup required to try it; get a free API key any time to raise your rate limit.

Use cases

"What is smart money buying right now?"        → alphasmo convergence
"What does Berkshire Hathaway hold?"            → alphasmo institutions holdings berkshire-hathaway-inc
"Are insiders buying or selling NVDA?"          → alphasmo insider summary NVDA
"Which stocks are institutions dumping?"        → alphasmo stocks flows --direction sell

Wire the MCP server into Claude Desktop, Claude Code, Cursor, or any MCP client (see below) and ask these in plain English — no code required.

CLI

npx alphasmo institutions search "Berkshire"
npx alphasmo stocks get AAPL
npx alphasmo convergence -l 5

No install step required — npx fetches and runs it. Or install globally:

npm install -g alphasmo
alphasmo --help
Commands
CommandWhat it returns
alphasmo institutions search <query> [-l|--limit]Search 13F institutions by name
alphasmo institutions list [-l|--limit] [-o|--offset]Paginate the full institution universe (no query)
alphasmo institutions get <slug>Full institution detail, sector weights
alphasmo institutions holdings <slug>Latest 13F holdings for one institution
alphasmo stocks get <identifier>Full stock detail — holder count, flows, top holders (identifier = ticker or CUSIP)
alphasmo stocks flows [-d|--direction buy|sell] [-l|--limit]Stocks ranked by net institutional buy/sell flow
alphasmo insider trades <ticker>Recent individual Form 4 insider trades for one ticker
alphasmo insider summary <ticker>Insider confidence scores (30d/90d) for one ticker
alphasmo convergence [-l|--limit] [--min-confidence] [--days]Tickers where 13F institutions and insiders are both buying — the flagship signal
alphasmo mcpStart the MCP server over stdio

Global flags on every command: --api-key <key> (env ALPHASMO_API_KEY), --base-url <url> (env ALPHASMO_BASE_URL), -f/--format json|compact|table|csv, --json (shorthand for --format json), --csv (shorthand for --format csv).

Output format auto-detects your context — no flag needed in the common case:

  • Typed directly in a terminal → a readable table, with numbers comma-formatted (263,095,703,570).
  • Piped, redirected, or spawned by a script/AI agent (stdout isn't a TTY) → JSON, safe to pipe into jq or feed to an agent.
  • --format/--json/--csv always override the auto-detection either way.
alphasmo stocks flows --csv > flows.csv
alphasmo insider trades AAPL --csv | column -s, -t

Errors go to stderr with a distinct exit code (2 not found, 3 auth, 4 rate limit, 5 unexpected response shape, 1 other), so scripts can branch without string-matching.

Get an API key

Anonymous requests are rate-limited by IP. Sign up and mint a free key at alphasmo.com/developer, then:

alphasmo convergence --api-key ask_live_...
# or
export ALPHASMO_API_KEY=ask_live_...

MCP server

Option 1: claude mcp add (recommended)

If you're using Claude Code, register the server with one command:

claude mcp add alphasmo -- npx -y alphasmo@latest mcp

Add -e ALPHASMO_API_KEY=ask_live_... before the -- to raise your rate limit. Run claude mcp list to confirm it's connected.

Option 2: manual MCP client config

For Claude Desktop, Cursor, or any other MCP client, add this to your config file directly:

{
  "mcpServers": {
    "alphasmo": {
      "command": "npx",
      "args": ["alphasmo", "mcp"],
      "env": { "ALPHASMO_API_KEY": "optional-your-key-here" }
    }
  }
}

Both options work anonymously out of the box, at lower rate limits than with a key. Tools exposed: search_institutions, get_institution_profile, get_institution_holdings, get_stock_overview, get_stock_flows, get_insider_activity, get_smart_money_convergence.

Full endpoint reference: alphasmo.com/developer/docs.

Programmatic use

import { AlphasmoClient } from "alphasmo";

const client = new AlphasmoClient(); // no apiKey needed to try it
console.log(await client.getSmartMoneyConvergence({ limit: 5 }));

npm install alphasmo

A Python client + MCP server is also available — see alphasmo.com/developer for setup.

Learn more

Educational Guides & SEC Filings Deep Dives

Deepen your understanding of institutional holdings and SEC filing dynamics:

License

MIT

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